by Joni Lindquist | Apr 20, 2016 | Financial Planning
By Joni Lindquist You may have seen the announcement that the Department of Labor (DOL) announced a ruling this past week regarding fiduciary standards for advisors providing advice on client retirement accounts. While additional guidelines and more information could...
by Joni Lindquist | Dec 2, 2015 | Financial Planning, Life Planning
By Joni Lindquist With the baby boomer generation barreling into retirement, the need and value of personal financial planning has increased. Why? In large measure, the baby boomers will be the first generation unable to rely on pensions to help fund their...
